About Contact Types in Contact Management

The contact types used in AptaFund are described below.

Contact Type

Where Entered

Where Used

1099 Agent

System Configuration

Used on the 1099 Data Export for electronically filing 1099 form information to the IRS

Accounts Receivable

Customer
Vendor

 

eCommerce

Vendor

 

Emergency

Employee

 

Other 1, 2, & 3

Bank
Customer
Employee
Vendor

 

Primary

Bank
Customer
Employee
Ship To
Vendor

 

Salesperson

Customer

 

Secondary

Bank
Customer
Vendor

 

W-2 Agent

System Configuration

Used on the W-2 Data Export for electronically filing W-2 form information to the IRS

 

Return to Add Contact Information

Return to Contact Management Overview